Welcome

Grounded in the rigor of research-based analysis and enriched by the critical spirit of Socratic inquiry, my wealth management philosophy has a holistic, classical foundation. It is also fundamentally data-driven, seeking to provide an evolving analytical framework in order to help my clients navigate the opportunities and challenges of accumulating, preserving and distributing wealth in the 21st century.

As a CERTIFIED FINANCIAL PLANNER (TM) professional, I am profoundly committed to helping my clients gain clarity about their current goals and longer-term aspirations. The high net worth investors, professionals and business leaders whom I advise are rightfully preoccupied by their career endeavors, requiring not only the highest standard of care, but experience and global perspective from their financial advisory team.

Together, we can implement a bespoke wealth strategy that leverages the world-class investment and lending services of Morgan Stanley.
Services Include
Securities Agent: NJ, FL, MD, ME, GA, NY, MA, CT, CA, OH, PA, IN, CO; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1868576
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About Thomas

Thomas Koveleskie has been a Wall Street professional since 1998. In 2019 he joined Morgan Stanley following a 12-year tenure at UBS, where he was a Wealth Advisor and founder of The Koveleskie Group. Earlier in his career, Thomas held an array of roles within the equity and fixed-income research teams at Barclays Capital, BBVA and Deutsche Bank. He is a fluent speaker and writer of French, Italian, German, Spanish and Portuguese, language skills developed over years of work, study and travel throughout Europe and Latin America. Thomas earned an Executive MBA from Cornell University and graduated cum laude from New York University with a B.A. in European Studies.

Thomas actively supports organizations committed to ensuring underserved youth have access to life-saving educational opportunities. He is a founder of the New York affiliate of the National Gay and Lesbian Chamber of Commerce and served on the board of directors of the Hetrick-Martin Institute, home of the Harvey Milk High School. He has been a regular guest speaker at the Johnson Inclusion Summit of Cornell University, his alma mater.
    A disciplined and highly dynamic approach to financial planning lies at the heart of all I do with you. My discovery process is focused on your goals and unlocking the strategic value of your financial resources.

    Informed by active listening, I undertake a thorough accounting of both your life-planning goals and personal values:
    • Discovery - Taking complete inventory of where you stand today
    • Analysis - Synthesizing your unique parameters for risk against your life goals
    • Recommendations - Agreeing on a set of solutions to move you forward
    • Implementation - Building a holistic financial structure to realize your strategy
    • Ongoing Review - Monitoring progress toward your life goals
    My representative clients are long-tenured corporate executives, accomplished attorneys and physicians, as well as innovative entrepreneurs. Each has attained a level of wealth that affords flexibility to make strategic decisions. With this independence, my clients can be more intentional in goal setting, thoughtful in risk taking and aspirational in legacy planning.
    Thomas’ focus on sustainability in investing took shape at Cornell University during his Executive MBA program, where he focused on portfolio management and the business impact of environmental, social and governance (ESG) principles. As a long-standing LGBTQ community organizer and business leader, Thomas has always been driven to make a difference in New York City and beyond.

    Many of Thomas’ clients also recognize the importance of using their resources to advance causes about which they care deeply. One of the key objectives of his financial-planning process is helping individuals and families of means identify the life purpose of their wealth.

    By leveraging Morgan Stanley’s industry-leading Investing with Impact platform, as well as drawing on his own experience, Thomas can work with you seeking to ensure your portfolio is being managed in alignment both with your financial goals and your vision for the world.

    The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    Location

    55 East 52nd Street 10th
    Fl 15
    New York, NY 10055
    US
    Direct:
    (212) 883-8190(212) 883-8190

    Meet My Team

    The Power of Partnerships

    By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships

    About Tony Silva

    Tony Silva is a Private Banker serving Morgan Stanley’s Wealth Management offices in New York City.

    Tony began his career in financial services in 1995 and joined Morgan Stanley in 2015 as a Pipeline Manager in our Home Loans organization. In 2017, he was promoted to Project Manager on that team. Tony assumed his current position in February, 2018. Prior to his tenure at the firm, Tony held a number of roles at mortgage financing institutions.

    Tony received a Bachelor of Science in Management from Rutgers University. He and his family reside in Livingston, New Jersey.

    When not at the office, Tony enjoys traveling, playing soccer, and spending time with family and friends.
    NMLS#: 217945
    Wealth Management
    Global Investment Office

    Portfolio Insights

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Retirement plan participants
    • Annuities
    4 Financially Smart Ways to Take Money Out of Retirement Accounts
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    4 Financially Smart Ways to Take Money Out of Retirement Accounts

    Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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    2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

    Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

    Family

    Creating customized financial strategies for the challenges that today’s families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Taking Control of Your Finances After Death of a Spouse
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    Taking Control of Your Finances After Death of a Spouse

    Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Qualified Retirement Plans
    Financial Planning for Life After Selling a Business
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    Financial Planning for Life After Selling a Business

    Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    Donor Advised Funds: A Smart Way to Manage Your Giving 
    Article Image

    Donor Advised Funds: A Smart Way to Manage Your Giving 

    There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
    Ready to start a conversation? Contact Thomas Koveleskie today.
    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

    For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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    2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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    3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

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    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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    5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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    6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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    7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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    8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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    Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
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    The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

    Awards Disclosures
    CRC 6491812 (04/2024)